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View & Edit Quotations

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OctoRocket Customer Service Manager
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Overview

Objectives
  • This article details how quotations are viewed and edited. Managing quotations in the Seller Dashboard is the primary channel of concluding sales with customers.
  1. You will learn to view quotations and order details.
  2. You will learn to edit customer details.
  3. You will learn to edit prices, quantity, and taxes in quotations and orders.
 Screen Guides

Navigate: Seller Dashboard > OctoRocket > Quotations & Orders

View RFQ and order details.

  1. Go to OctoRocket > Quotations & Orders.
  2. Click on the icon Manage   .

viewrfqorders.png

Tip: To understand more about the different Order and Payment Status, click here.

Edit customer details.

  1. Go to OctoRocket > Quotations & Orders.
  2. Select the RFQ or Order.
  3. Scroll to Details > Buyer Details.
  4. Click on the icon Edit   .
  5. Click Save.

customedetailsn.png

Note: All changes will be saved immediately and is visible to your customers.

Edit product details.

  1. Go to OctoRocket > Quotations & Orders.
  2. Select the RFQ or Order.
  3. Scroll to Details > Items.
  4. Edit the Price, Quantity, or Taxes into the textbox.
  5. Click Update.

itemedit.png

Note: All changes will be saved immediately and a record created in Messages for audit.

 

 Other Resources & Information

Not available.

 

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